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Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,389 | $228,352-96.3% | $185,835-95.5% | $158,966-94.7% |
| Participation rate | 82.4% | 82.3%0pp | 78.0%+4.3pp | 82.0%+0.4pp |
| Annual return | 18.18% | 40.81%-22.6pp | 35.96%-17.8pp | 302.95%-284.8pp |
| Employer contribution / active EE | $958 | $4,967-80.7% | $4,087-76.6% | $4,762-79.9% |
| Participant deferral / active EE | $1,210 | $6,416-81.1% | $5,633-78.5% | $5,983-79.8% |
| Admin fee / account holder | $232 | $11,867-98.0% | $9,502-97.6% | $11,250-97.9% |